The Guestsmiths Process
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Fit Call
Scope and Assumptions
Onboarding and Access
Managed Service Launch
Weekly Visibility and Improvement
We start with a discovery session to understand your current workflow, guest volume, and specific operational pain points.
Define the exact boundaries of our managed support, including approved systems, escalation paths, and coverage volume.
We integrate into your existing PMS and communication channels, ensuring seamless access to your data and brand voice.
Our team takes over guest messaging and documentation support, following your documented SOPs and service boundaries.
We provide regular visibility reports and opportunities for improvement to ensure your guest experience remains consistent.
What We Need
To ensure a seamless managed service launch, we require the following client inputs to align our workflows with your existing operations.
Approved Systems Access
Access to your PMS, CRM, and communication platforms to ensure data synchronization.
Approved Templates & Rules
Our standard operating procedures and communication templates for guest and attendee messaging.
Escalation Contacts
Direct contact information for your operations lead and general manager for critical escalations.
Coverage Assumptions
Estimated monthly guest volume and phone call coverage requirements for accurate resource planning.
Brand Voice Guidance
Guidelines for tone, formality, and brand-specific language for all guest communications.
Service Boundaries
Clear documentation of what Guestsmiths handles versus what remains under your direct control.
Client Approver
Designation of a primary contact for final authority and written agreement signing.
Service Boundaries & Legal Disclaimer
Financial Authority
We do not approve refunds, discounts, compensation, credits, or policy exceptions. All financial decisions remain exclusively with the client.
Legal & Safety
We do not make safety determinations, emergency decisions, or employment decisions. Client remains responsible for all onsite operations and safety compliance.
Client Authority
Guestsmiths does not provide legal advice or tax guidance. Client remains responsible for all legal compliance, contracts, and final authority over guest/attendee decisions.
Service Boundaries
Actual services are subject to a written agreement and statement of work. Service boundaries are confirmed in the initial scope and assumptions review.
Submitting this form does not create a client relationship. Services begin only after written agreement, scope approval, and onboarding.